Client Archetypes

The Goodlife person’s passions are driven by pleasure, exclusivity and experiences. Steeped in the belief that “money exists to use and enjoy,” Goodlife people have artifacts that are symbols of their status and success.

The Artisan is motivated by beauty, aesthetics and taste. Artisans use their wealth as an opportunity to express their status as people of refinement and sophistication. To Artisans, production is more rewarding than mere consumption.

The Unplugged person is motivated by the practical, value-oriented and intelligent; taking pride in being well-informed and self-reliant. They tend to spend money on things that matter to them, and save on things that don’t.